Template

Agree how the negotiation will run before arguing the terms

An argument about the deal may actually be an argument about the process.

When it fits

  • Discussions keep restarting because people, evidence or decisions arrive in the wrong order.

When to avoid it

  • A shared process does not guarantee a shared outcome. Keep it proportionate and allow revision when a genuine new constraint appears.

A template to use

Participants: [people]. Information needed first: [inputs]. Issue order: [sequence]. Next decision point: [decision]. Approval and recording route: [route].

Why it matters

Set a small process agreement before detailed bargaining. Clarify who needs to participate, what information is required and how options become decisions. The aim is not ceremony; it is to avoid treating incompatible expectations as bad faith.

An example

Before discussing a support package, both sides agree to confirm service hours and escalation needs, then compare scope and price together.

Check your result

The next meeting can make a named decision with the right participants and evidence present.

Keep this limit in mind

  • A shared process does not guarantee a shared outcome. Keep it proportionate and allow revision when a genuine new constraint appears.

Connected ideas

Useful with
Label the proposal's status before someone relies on it

Evidence and sources

Supports

PON recommends negotiating participation, timing and topic order before assuming that the parties share a process.

A process agreement cannot remove substantive conflicts or override relevant approval obligations.

Top 10 Negotiation Skills You Must Learn to Succeed · Skill 2

All sources (1)